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Schwab Strategic Tr us dividend eq shares owned by Meredith Wealth Planning

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Meredith Wealth Planning from 13F filings

Historical chart of Meredith Wealth Planning investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Meredith Wealth Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Meredith Wealth Planning

Quarter filed Position value Share count Share price at filing
2026-09-30 $1.2M 37k 32.53

More positions owned by Meredith Wealth Planning

American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Avantis All Eqt (AVGV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
American Centy Etf Tr Avantis All Eqt (AVGE)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl High Profit (DIHP)
American Centy Etf Tr Emerging Mkt Val (AVES)
Dimensional Etf Trust Glob Co Plus Etf (DFGP)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ishares Tr Msci Intl Moment (IMTM)
NVIDIA Corporation (NVDA)

View all positions for Meredith Wealth Planning

Top funds holding Schwab Strategic Tr us dividend eq

Sumitomo Life Insurance
Rakuten Investment Management
Bank of America Corporation
LPL Financial
Cetera Investment Advisers
Raymond James Financial
Envestnet Asset Management
UBS Group
Sontag Advisory
Northwestern Mutual Wealth Management Company
Wealthfront Advisers
Royal Bank of Canada
Advisor Group Holdings
Cassaday & Co Wealth Management
Wells Fargo & Company

View all funds holding Schwab Strategic Tr us dividend eq